Mike Curran, Aif, Cpfa Email & Phone Number

Two West Advisors helps you solve your retirement plan, endowment, or wealth management challenges. We are an independent Registered Investment Advisor, meaning we work conflict-free for you. Over a decade ago, we were formed under the belief that two people rowing in the same direction (west) with common goals have a better chance of arriving at their destination than going at it alone. That theory holds true for not just our partnership formed in 2004 but applies to our valued client relationships as well. Together, we found a common passion and an opportunity to make a difference in an industry suffering from a lack of transparency and complexity.Other firms claim to be better, we simply claim to be measurably different! We spend our time and energy dedicated to serving the retirement plan industry, and we have become specialists in an industry dominated by generalists.We structured our business model to offer independent, transparent, unbiased, and tailored retirement plan advice to our fellow small and medium-sized businesses. We have a proven track record of saving our clients time and money. As it turns out, we are at the crest of a wave of change in our industry and many are now following our lead.Although I am a wealth manager with a wide array of financial knowledge in investments, tax planning, retirement planning, and financial and estate planning, our firm concentrates on managing portfolios and being a Fiduciary to our plans, our participants, and to our clients. Too many advisors want to do a financial plan so that they can sell you insurance. We don't do that and we don't charge for financial plans. Relationship management is my strength as well as giving solid educational advice. Small business experience employing over 30 people.Completed CFP Certification Professional Education Program; Trust I school. Accredited Investment Fiduciary (AIF), Certified Plan Fiduciary Advisor (CPFA) designations, and also the Series 65/66.A professional, objective, driven, faithful leader whom others can depend on and call on when they need a problem solved. Energetic, efficient, optimistic, aggressive, and giving. Loyal and well-prepared to help prospects and clients in servicing their financial needs.Active member of Church of the Ascension; 4th degree Member Knights of Columbus Council 1032.Specialties: TIAA, Retirement planning, real estate investing, stocks, bonds, REIT, MLP Investments, financial planning, estate planning, IRA rollovers, real estate investing, and 529 college plans.

Listed skills include Investments, Wealth Management, Retirement Planning, Leadership, and 21 others.

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  University Of Kansas

  Biology/Chemistry